Download redux v high 3 decision email

Online Appendix A. Example of a notification email informing a service
member of the requirement to choose Redux or High-3.
________________________________________
From: XXX
Sent: Saturday, November XX, 2012
To: XXX
Cc: XXX
Subject: XXXXX COMNAVPERSCOM MILLINGTON TN ELIGIBILITY TO ELECT CSB
AND REDUX RETIRED PAY ICO//
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
BOTH PARTS 1 AND 2 MUST BE READ
AND LISTED INSTRUCTIONS COMPLIED WITH.
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
P A R T
O N E
RMKS/
1. YOUR RECORD IN THE NAVY ENLISTED SYSTEM AND/OR NAVY OFFICER
PERSONNEL INFORMATION SYSTEM INDICATES YOUR DATE OF INITIAL ENTRY
INTO MILITARY SERVICE (DIEMS) DATE IS XXXXXX AND YOUR ACTIVE DUTY
START DATE (ADSD) IS XXXXXX.
2. THIS MESSAGE IS TO NOTIFY YOU THAT YOU ARE UNDER THE
"HIGH-3" NON-DISABILITY RETIREMENT SYSTEM. IF YOU SERVE ON ACTIVE
DUTY FOR A MINIMUM OF 20 YEARS, YOUR RETIRED PAY WILL BE EQUAL
TO THE AVERAGE OF YOUR HIGHEST 36 MONTHS OF BASIC PAY TIMES A
MULTIPLIER EQUAL TO 2.5% TIMES YOUR YEARS OF SERVICE. HIGH-3
RETIRED PAY INCREASES ANNUALLY THROUGH COLA EQUAL TO CPI.
THE LAW STIPULATES IF YOU ARE A TEMPORARY OFFICER TRANSFERRING
TO THE FLEET RESERVE YOUR RETIRED PAY WILL BE CALCULATED ON THE
AVERAGE OF THE HIGHEST 36 MONTHS OF BASIC PAY YOU WOULD HAVE
RECEIVED IN YOUR PERMANENT ENLISTED RANK. THE LAW ALSO
STATES THAT UNDER CERTAIN CONDITIONS YOU MAY BE PLACED UNDER
THE "FINAL PAY" RETIREMENT SYSTEM IF YOU ARE REDUCED IN RANK
DUE TO DISCIPLINARY ACTION DURING YOUR FINAL 36 MONTHS.
3. IF VERIFICATION BY YOUR COMMAND SHOWS THAT THE DIEMS AND
ADSD DATES LISTED ABOVE ACCURATELY REFECTS YOUR DIEMS AND ADSD
IN YOUR SERVICE RECORD, YOU WERE UNDER THE "REDUX" NON-DISABILITY
RETIREMENT SYSTEM BEFORE THE FY00 NDAA/PUBLIC LAW 106-65.
THIS ACT PLACED YOU UNDER HIGH-3 BUT ALLOWS YOU TO ELECT A
$30,000 CAREER STATUS BONUS (CSB) AND REDUX RETIREMENT PAY ON
YOUR 15TH ANNIVERSARY OF ACTIVE DUTY IF YOUR DIEMS IS AFTER
31JUL86, AND YOU ARE ELIGIBLE/AGREE TO REMAIN ON CONTINUOUS
ACTIVE DUTY TO YOUR 20TH ANNIVERSARY. CSB IS AVAILABLE IN
MULTIPLE ANNUAL INSTALLMENTS OVER AS MANY AS 5 YEARS. OPTIONS
INCLUDE A $30,000 LUMP SUM PAYMENT, TWO $15,000 INSTALLMENT
PAYMENTS, THREE $10,000 INSTALLMENT PAYMENTS, FOUR $7,500
INSTALLMENT PAYMENTS, AND FIVE $6,000 INSTALLEMENT PAYMENTS.
CSB IS SUBJECT TO FEDERAL AND STATE TAX; AND WILL AFFECT YOUR
POTENTIAL SURVIVOR BENEFIT PLAN PREMIUMS AND ANNUITIES. YOU
RECEIVE THE CSB IN ADDITION TO ANY OTHER BONUS, INCENTIVE,
OR SPECIAL PAY; AND YOUR AGREEMENT TO REMAIN ON ACTIVE DUTY
THROUGH YOUR 20TH ANNIVERSARY RUNS CONCURRENT WITH ANY OTHER
CONTRACT, EXTENSION, OR OBLIGATION YOU MAY HAVE INCURRED. IF YOU
DO NOT COMPLETE 20 YEARS OF SERVICE AFTER RECEIVING THE CSB, ANY
UNEARNED PORTION OF THE CSB WILL BE SUBJECT TO RECOUPMENT BY THE
U.S. GOVERNMENT.
4. REDUX RETIRED PAY IS 40% OF YOUR HIGH-3-YEAR AVERAGE FOR 20
YEARS OF ACTIVE DUTY SERVICE WITH AN ADDITIONAL 3.5% FOR EACH
ADDITIONAL YEAR OF SERVICE UP TO 75%. REDUX RETIRED PAY INCREASES
ANNUALLY THROUGH COST OF LIVING ADJUSTMENTS THAT ARE EQUAL TO
CPI-1 (1 PERCENTAGE POINT LESS THAN CPI). TWO ADJUSTMENTS TAKE
PLACE AT AGE 62. FIRST, AT AGE 62, YOUR RETIRED PAY IS RECALCULATED UNDER A NEW FORMULA THAT RESTORES THE VALUE OF THE FIRST 20
YEARS OF SERVICE TO BE WORTH 50% OF THE HIGH-3 AVERAGE. FOR
EACH ADDITIONAL YEAR OF SERVICE RETIRED PAY INCREASES BY 2.5%
TO A MAXIMUM OF 75%. THE SECOND ADJUSTMENT IS THAT THE AMOUNT OF
RETIRED PAY ADJUSTS ONE-TIME AT AGE 62 TO THE VALUE IT WOULD HAVE
BEEN IF ANNUAL COLA HAD EQUALED CPI. AFTER THIS ADJUSTMENT,
ANNUAL COLA RETURNS TO CPI-1. THE LAW GOVERNING TEMPORARY OFFICERS
TRANSFERRING TO THE FLEET RESERVE AND CONDITIONS WHEN YOU MAY BE
PLACED UNDER THE "FINAL PAY" RETIREMENT SYSTEM IN A REDUCED RANK
DUE TO DISCIPLINARY ACTION APPLIES TO BOTH HIGH-3 AND REDUX
RETIREMENT SYSTEMS.
5. YOU HAVE A VERY IMPORTANT DECISION TO MAKE IN THE NEXT SIX
MONTHS IF YOU ARE ELIGIBLE TO ELECT THE CSB AND REDUX RETIRED PAY
SYSTEM. BEFORE YOU MAKE YOUR DECISION, CONSULT SEVERAL SOURCES TO
MAKE SURE YOU ARE WELL INFORMED. DISCUSS THE DECISION WITH
ADVISORS YOU TRUST, ASSESS YOUR CAREER EXPECTATIONS, DECIDE HOW
YOU WILL PROBABLY USE THE CSB MONEY AND WHAT RISKS YOU ARE
WILLING TO TOLERATE. WORK THROUGH A BASIC IDEA OF THE OPTIONS
AVAILABLE TO YOU.
6. THE CENTER FOR NAVAL ANALYSIS (CNA) SUGGESTS THAT THE BEST
WAY TO LOOK AT THE CHOICE OF RECEIVING A CSB IS TO CONSIDER THE
CAREER STATUS BONUS AS AN EARLY CASH-OUT "LOAN" TO BE PAID BACK
LATER BY SMALLER RETIREMENT PAYCHECKS. "CSB HAS A PECULIAR
PAYBACK SCHEME. THE SAILOR PAYS NOTHING UNTIL RETIREMENT, PAYS
QUITE A BIT FROM THE BEGINNING OF RETIREMENT UNTIL AGE 62, AND
THEN CONTINUES TO PAY BACK BY SMALLER AMOUNTS OVER THE REST OF
HIS LIFETIME," READS THE CNA STUDY, AVAILABLE AT
HTTP://WWW.CNA.ORG. THE STUDY'S COMPARISON TO A LOAN SHOWS
THAT A SAILOR COULD END UP PAYING BACK THE MONEY AT A 9 TO 10
PERCENT INTEREST RATE. MOREOVER, THE TERM OF THE LOAN IS BASED
ON HOW LONG SOMEONE LIVES. CHOOSING CSB AND REDUX REDUCES THE
INCOME IN RETIREMENT. THE HIGHER THE GRADE AND THE LOWER THE
YEARS OF SERVICE AT RETIREMENT, THE MORE THE RETIREMENT INCOME
IS REDUCED. "TAKE FOR EXAMPLE AN E-6 WITH 20 YEARS OF SERVICE
AT AGE 40. SELECTING CSB AND REDUX AT 15 YEARS, THE SAILOR PAYS
AN IMPLICIT INTEREST RATE OF 10.4 PERCENT FOR THE CASH-OUT AND
LOSSES $193,630 AFTER-TAX RETIRMENT INCOME ASSUMING THE SAILOR
LIVES TO AN AVERAGE AGE OF 79 YEARS." BOTTOM LINE: CHECK THE
FACTS. LOOK AND PLAN FORWARD; ASK QUESTIONS. COMMAND CAREER
COUNSELORS, COMMAND FINANCIAL ADVISORS, ADMINISTRATIVE OFFICERS,
AND FLEET AND FAMILY SERVICE CENTERS ARE STANDING BY TO ASSIST IN
ONE OF THE MOST IMPORTANT DECISIONS OF ANYONE'S FINANCIAL LIFE.
7. UPON RECEIPT OF THIS NOTIFICATION ORDER YOU ARE DIRECTED TO SEE
YOUR CCC OR ADMINISTRATIVE OFFICER (AO) TO RECEIVE YOUR COPY OF
THE FACT SHEET OF INFORMATION FOR ELIGIBLE CSB MEMBERS. THIS
FACT SHEET (AVAILABLE AT HTTP://WWW.NPC.NAVY.MIL/CAREERINFO/
STAYNAVYTOOLS/CAREERTOOLS) EXPLAINS YOUR OPTIONS AND LOOKS AT
SOME BASIC CONSIDERATINS ON HOW YOU PLAN TO USE THE CSB AND THE
EFFECT YOUR DECISION WILL HAVE ON THE FUTURE VALUE OF THE CSB MONEY.
8. DOD ALSO HAVE A VERY INFORMATIVE WEBSITE THAT DISCUSSES THE
CSB. THE SITE INCLUDES AN INTERACTIVE CALCULATOR TO HELP YOU
DECIDE WHETHER TO STAY IN THE HIGH-3 RETIRED PAY SYSTEM OR ELECT
THE CSB AND REDUX RETIRED PAY SYSTEM. YOU ARE STRONGLY ENCOURAGED
TO TAKE A LOOK AT THE WEB ADDRESS HTTP://WWW.DOD.MIL/MILITARYPAY
DISCUSS YOUR ALTERNATIVES WITH YOUR FAMILY.
9. YOU HAVE SIX MONTHS AS OF THE DATE OF THIS MESSAGE TO MAKE AN
ELECTION DECISION. THERE ARE TWO EXCEPTIONS TO THIS RULE:
A. YOU HAVE SIX MONTHS FROM RECEIPT OF THE MESSAGE IF YOUR
REPORTING SENIOR HELD DELIVERY OF THE MESSAGE IN ABEYANCE WHILE
YOU WERE ON LEAVE, SICK IN QUARTERS, HOSPITALIZED, ON OFFICIAL
TAD/TDY TRAVEL, PERMISSIVE TAD, TAD/TDY/TEMDU TO ATTEND A SCHOOL,
DUSTWIN, MIA, CAPTURED/INTERNED/BESEIGED/DETAINED BY A FOREIGN
POWER, TERMINALLY/VERY SERIOUSLY/SERIOUSLY ILL OR INJURED, OR
SUFFERING AN INCAPACITATING ILLNESS OR INJURY.
B. IF YOUR REPORTING SENIOR HOLDS YOUR ELIGIBILITY IN ABEYANCE
DUE TO AN ACTIVE DISCIPLINARY, MEDICAL, OR ADMINISTRATIVE CASE ON
YOUR 15TH ANNIVERSARY THAT COULD AFFECT YOUR RETENTION, THEN YOU
HAVE SIX MONTHS TO MAKE AN ELECTION AS OF THE DATE YOU RECEIVE
FAVORABLE RESULTS ON THE CASE.
10. AN IMPORTANT ELEMENT IN DETERMINING WHETHER YOU HAVE THE
RIGHT TO ELECT THE CSB IS YOUR ELIGIBILITY TO REMAIN IN THE
SERVICE THROUGH YOUR 20TH ANNIVERSARY OF ACTIVE DUTY. THIS IS A
DETERMINATION YOUR REPORTING SENIOR WILL MAKE BASED ON RETENTION
STANDARDS FOUND IN LAW, REGULATIONS, AND INSTRUCTIONS USED FOR
REENLISTMENT AND CONTINUATION.
A. IF YOU ARE A MEMBER OF THE REGULAR NAVY (USN) AND
TRAINING AND ADMINISTRATION OF THE RESERVES (FTS) YOU ARE
ELIGIBLE TO ELECT THE CSB/REDUX IF YOU QUALIFY FOR RETENTION OR
CONTINUATION TO YOUR 20TH ANNIVERSARY, EVEN IF YOUR PRESENT
CONTRACT EXPIRES PRIOR TO YOUR 20TH ANNIVERSARY.
B. IF YOU ARE A RESERVIST ON ACTIVE DUTY WHO CANNOT REMAIN ON
CONTINUOUS ACTIVE DUTY TO YOUR 20TH ANNIVERSARY OF DAY FOR DAY
ACTIVE DUTY THEN YOU ARE NOT ELIGIBLE TO ELECT THE CSB/REDUX.
THE LAW PROVIDES FOR YOUR RETIREMENT UNDER 10 U.S.C.12731 WHICH
WAS NOT MODIFIED BY THE FY-00 NDAA/P.L. 106-65 ALLOWING ELECTION
OF THE CSB/REDUX.
11. YOUR REPORTING SENIOR IS STANDING BY TO GIVE YOU YOUR
CSB/REDUX RETIRED PAY ELECTION FORM WITH SECTIONS I & II
COMPLETED AND TO COUNSEL YOU ON HIS RETENTION DETERMINATION.
MAKE AN APPOINTMENT WITH YOUR REPORTING SENIOR AS SOON AS YOU
ARE READY TO BEGIN THE ELECTION PROCESS.
12. WHEN YOU MEET WITH YOUR REPORTING SENIOR YOU WILL BE GIVEN A
COPY OF THE FORM. SECTION I WILL HAVE YOUR NAME, SSN, RANK,
PAYGRADE, BRANCH OF SERVICE, DIEMS, ADSD, AND THE DATE OF THIS
NOTIFICATION ORDER MESSAGE. REVIEW THE INFORMATION IN SECTION I
CAREFULLY AND POINT OUT ANY NEEDED CORRECTIONS.
13. SECTION II OF THE ELECTION FORM WILL BE COMPLETED BY YOUR
REPORTING SENIOR BASED ON A DETERMINATION OF YOUR ELIGIBILITY AS
DETERMINED BY LAW AND NAVY POLICY, TO CONTINUE ON ACTIVE DUTY
UNTIL COMPLETION OF 20 YEARS OF ACTIVE DUTY SERVICE. YOUR
REPORTING SENIOR HAS THREE OPTIONS:
A. HE INDICATES YOU ARE ELIGIBLE TO ELECT THE CSB IF YOU
QUALIFY FOR RETENTION ON CONTINUOUS ACTIVE DUTY THROUGH YOUR 20TH
ANNIVERSARY OR,
B. HE INDICATES YOU ARE NOT ELIGIBLE TO ELECT THE CSB AND THE
REASON YOU ARE NOT ELIGIBLE TO REMAIN ON CONTINUOUS ACTIVE DUTY,
OR
C. HE INDICATES YOU ARE NOT ELIGIBLE TO ELECT THE CSB WHILE
UNDER DISCIPLINARY, MEDICAL, OR ADMINISTRATIVE PROCEEDINGS. IN
THIS CASE, HE INDICATES THE REASON IS FINAL DETERMINATION IS
BEING HELD IN ABEYANCE PENDING A FAVORABLE DETERMINATION ON YOUR
DISCIPLINARY, MEDICAL, OR ADMINISTRATIVE PROCEEDINGS.
14. IF YOU ARE ELIGIBLE AND DESIRE TO ELECT CSB/REDUX, READ
SECTION IV BLOCK 12 THOROUGHLY, ELECT THE PAYMENT OPTION YOU
PREFER, AND SIGN/DATE YOUR AGREEMENT TO REMAIN ON ACTIVE DUTY IN
EXCHANGE FOR THE CSB AND REDUX RETIRED PAY SYSTEM. LEAVE
SECTION III AND V BLANK. RETURN THE FORM TO YOUR CCC OR AO
SO THEY CAN WITNESS YOUR ELECTION IN SECTION IV BLOCK 13,
COMPLETE SECTION VI, AND PROCESS YOUR ELECTION. THE LAW
ALLOWS YOU TO CONTINUE UNDER YOUR EXISTING CONTRACT, EXTENSION,
OR OTHER AGREEMENT. THE EXECUTION OF A NEW REENLISTMENT
CONTRACT FOR THE SOLE PURPOSE OF ELECTING THE CSB/REDUX IS
NOT REQUIRED OR ENCOURAGED. BY LAW, THE CSB/REDUX OBLIGATION
MAY RUN CONCURRENT WITH OTHER OBLIGATIONS TO THE GOVERNMENT, AND
THE CSB MAY BE PROVIDED IN ADDITION TO OTHER BONUSES, SPECIAL OR
INCENTIVE PAYS.
15. IF YOU ARE ELIGIBLE AND ELECT NOT TO RECEIVE THE CSB, READ
SECTION V BLOCK 14 THOROUGHLY AND SIGN/DATE YOUR ELECTION TO
REMAIN UNDER THE HIGH-3 RETIRED PAY SYSTEM. LEAVE SECTIONS III
AND IV BLANK. RETURN THE FORM TO YOUR CCC OR AO SO THEY CAN
WITNESS YOUR ELECTION NOT TO RECEIVE THE CSB IN SECTION V
BLOCK 15, AND PROCESS YOUR ELECTION.
16. IF YOU ARE NOT ELIGIBLE TO ELECT THE CSB READ SECTION III
BLOCK 10 THOROUGHLY AND SIGN/DATE YOUR STATEMENT OF UNDERSTANDING THAT YOUR ELIGIBILITY DOES NOT PRECLUDE YOU FROM
CONTINUING SERVICE TO RETIREMENT IF THE THE NAVY PERMITS. LEAVE
SECTIONS IV AND V BLANK. RETURN THE FORM TO YOUR CCC OR AO SO
THEY CAN WITNESS YOUR STATEMENT OF UNDERSTANDING IN SECTION III,
AND PROCESS YOUR STATEMENT OF UNDERSTANDING.
17. YOUR ELECTION IS CONSIDERED TO BE EFFECTIVE AND IRREVOCABLE
ON EITHER:
A. YOUR 15TH ANNIVERSARY OF ACTIVE DUTY, OR
B. THE DATE YOU MAKE YOUR ELECTION IN CASES WHERE YOUR
OPPORTUNITY TO MAKE AN ELECTION SURPASSES YOUR 15TH ANNIVERSARY.
18. THE LAW PROVIDES THAT INITIAL PAYMENT OF A CSB WILL BE PAID
NO LATER THAN THE FIRST MONTH THAT BEGINS ON OR AFTER THE
DATE THAT IS 60 DAYS AFTER THE DATE THE ELECTION IS EFFECTIVE.
IF INSTALLMENT PAYMENTS ARE ELECTED, THE SECOND AND SUBSEQUENT
INSTALLMENTS ARE PAID ON 15 JANUARY OF EACH SUCCEEDING
CALENDAR YEAR.
19. DEFENSE FINANCE AND ACCOUNTING SERVICE (DFAS) WILL ADVISE
YOU OF THE TAXABILITY OF CSB PAYMENTS. GENERALLY, THE CSB IS
SUBJECT TO THE SAME TAX CONSIDERATIONS AS ANY OTHER BONUS PAYMENT.
THE CSB, IF TAXABLE, IS INCOME AS OF THE DATE ON WHICH THE
PAYMENT IS ACTUALLY MADE TO THE MEMBER. IF THE MEMBER IS OTHERWISE ELIGIBLE FOR COMBAT ZONE OR QUALIFIED HAZARDOUS DUTY AREA
(QHDA) TAX EXCLUSION ON THE EFFECTIVE DATE OF THE CSB/REDUX
ELECTION THE CSB WILL NOT BE CONSIDERED TAXABLE INCOME WITHIN
ALLOWABLE LIMITS.
20. THE CSB IS AN ACTIVE DUTY BONUS UNDER THE PROVISIONS OF
TITLE 37, U.S. CODE. IT IS NOT MILITARY RETIRED PAY AND, THEREFORE, IS NOT SUBJECT TO DIVISION UNDER THE UNIFORM SERVICES
FORMER SPOUSES' PROTECTION ACT.
21. IF YOU FAIL TO SERVE CONTINUOUSLY ON ACTIVE DUTY UNTIL YOUR
20TH ANNIVERSARY, THE LAW STIPULATES THAT A PROPORTIONATE SHARE
OF THE CSB MUST BE REPAID. THE SECRETARY OF DEFENSE HAS WAIVED
BONUS REPAYMENT IF YOU DIE ON ACTIVE DUTY, ARE SEPARATED OR
RETIRED AS A RESULT OF A PHYSICAL DISABILITY UNDER CHAPTER 61 OF
TITLE 10 U.S. CODE, OR SEPARATE UNDER A SERVICE OFFER FOR EARLY
RETIREMENT (SUCH AS TERA) OR SEPARATION PROGRAM. THIS WAIVER IS
NOT AVAILABLE IF YOU ARE SEPARATED DUE TO MISCONDUCT OR IF THE
WAIVER WOULD BE INCONSISTENT WITH OTHER PRESCRIBED LAW, REGULATION, OR POLICY.
22. AS A CSB ELIGIBLE SAILOR, YOU HAVE A VERY IMPORTANT
DECISION TO MAKE NOW THAT YOU HAVE RECEIVED YOUR OFFICIAL
GENADMIN NOTIFICATION MESSAGE AND THAT DECISION IS NOT AN EASY
ONE. YOUR DECISION CONCERNING CSB AND YOUR RETIRED PAY WILL
BECOME IRREVOCABLE AFER THE EFFECTIVE DATE OF YOUR ELECTION
AND AFFECT YOUR RETIRED PAY SO I URGE YOU TO LEARN AS MUCH AS
YOU CAN ABOUT YOUR OPTIONS AND CONSULT SEVERAL DIFFERNT SOURCES
TO MAKE SURE YOU ARE WELL INFORMED. THE CENTER FOR CAREER
DEVELOPMENT (CCD) WEBSITE AT HTTP://WWW.NPC.NAVY.MIL/
CAREERINFO/STAYNAVYTOOLS/CAREERTOOLS/ AND THE
DOD WEBSITE AT HTTP://WWW.DOD.MIL/MILITARYPAY/ MAY BE GOOD PLACES TO
START. BEFORE YOU MAKE THAT FINAL DECISION, DISCUSS IT WITH
ADVISORS YOU TRUST, ASSESS YOUR CAREER EXPECTATIONS, DECIDE HOW
YOU PROBABLY WILL USE THE CSB MONEY, AND WHAT RISKS YOU ARE
WILLING TO TOLERATE. YOU WILL WANT TO PUT ENOUGH EFFORT INTO
THE DECISION TO MAKE YOURSELF COMFORTABLE WITH YOUR CHOICE.
COMMAND CAREER COUNSELORS AND COMMAND FINANCIAL ADVISORS ARE
STANDING BY TO ASSIST YOU WITH YOUR DECISION, BUT ULTIMATELY,
ONLY YOU CAN DETERMINE WHICH OPTION IS MORE ADVANTAGEOUS FOR
YOU BASED ON YOUR OWN UNIQUE CIRCUMSTANCES AND PREFERENCES.
P A R T
T W O
23. FOLLOWING GUIDANCE ESTABLISHES COMMAND RESPONSIBILITY AND
PROCEDURES TO NOTIFY/COUNSEL SNM ON ELIGIBILITY TO ELECT THE
CSB/REDUX RETIRED PAY SYSTEM.
24. DELIVER THE MESSAGE TO SNM WITHIN THREE WORKING DAYS OF
RECEIPT. COMMAND AUTHORIZED TO HOLD DELIVERY IN ABEYANCE WHILE
SNM IN ON LEAVE, SIQ, HOSPITALIZED, ON OFFICIAL TAD/TDY TRAVEL,
PERMISSIVE TAD, OR TAD/TDY/TEMDU TO ATTEND SCHOOL.
25. REPORTING COMMAND IS DIRECTED TO CANCEL NOTIFICATION ORDER
BY MESSAGE TO ADDRESSEES IF:
A. SNM IS DECEASED. REFERENCE PERSONNEL CASUALTY REPORT
MESSAGE AS AUTHORITY TO CANCEL NOTIFICATION ORDER DUE TO DEATH.
B. SNM HAS A FINAL DETERMINATION BY SEPARATION AUTHORITY THAT
DIRECTS SEPARATION, DISCHARGE, OR DROPPING FROM THE ROLLS.
REFERENCE SEPARATION AUTHORITY DOCUMENTATION AS AUTHORITY TO
CANCEL NOTIFICATION ORDER.
C. SNM'S RESIGNATION HAS BEEN ACCEPTED BY THE SECRETARY OR
CHNAVPERS. REFERENCE ACCEPTANCE DOCUMENTATION AS AUTHORITY TO
CANCEL NOTIFICATION ORDER.
D. SNM IS SEPARATED, DISCHARGED, OR DROPPED FROM THE ROLLS.
REFERENCE SEPARATION DOCUMENTATION AS AUTHORITY TO CANCEL
NOTIFICATION ORDER.
E. SNM IS ABSENT WITHOUT LEAVE, DESERTED, UNDER U.S. CIVIL
OR MILITARY CONFINEMENT. REFERENCE SUPPORTING DOCUMENTATION AS
AUTHORITY TO CANCEL NOTIFICATION ORDER.
26. REPORTING COMMAND DIRECTED TO FORWARD NOTIFICATION ORDER TO
INTERMEDIATE AND ULTIMATE DUTY STATIONS FOR ACTION IF SNM HAS
DETACHED. NOTIFY BY MESSAGE THE ULTIMATE AND INTERMEDIATE DUTY
STATIONS AND ADDRESSES OF THIS MESSAGE REFERENCING THE PCS
TRANSFER ORDERS AS AUTHORITY FOR FORWARDING NOTIFICATION TO SNM'S
PRESENT STATION.
27. REPORTING COMMAND DIRECTED TO FORWARD NOTIFICATION ORDER TO
CASUALTY ASSISTANCE BRANCH (PERS-621) IF SNM IS DUSTWIN, MIA,
CAPTURED/INTERNED/BESIEGED/DETAINED BY A FOREIGN POWER,
TERMINALLY/VERY SERIOUSLY/SERIOUSLY ILL OR INJURED,OR SUFFERING
AN INCAPACITATING ILLNESS OR INJURY. REFERENCE PERSONNEL CASUALTY
REPORT MESSAGE AS AUTHORITY FOR FORWARDING NOTIFICATION ORDER TO
CHNAVPERS (PERS-621).
28. ADMINISTRATIVE OFFICERS ARE RESPONSIBLE FOR ENSURING THIS
MESSAGE IS DELIVERED TO THE COMMISSIONED OFFICERS AND WARRANT
ASSINGED TO THE COMMAND; AND THAT THEIR ELECTIONS ARE PROCESSED
THROUGH DFAS USING THE CSB/REDUX ELECTION SCREEN IN THE
FORCE MANAGEMENT SYSTEM (FORMAN).
29. COMMAND CAREER COUNSELORS ARE RESPONSIBLE FOR ENSURING THIS
MESSAGE IS DELIVERED TO ENLISTED MEMBERS OF YOUR COMMAND; AND
THAT THEIR ELECTIONS ARE PROCESSED THROUGH DFAS USING THE
CSB/REDUX ELECTION SCREEN IN FORMAN.
30. ADMINSTATIVE OFFICERS AND COMMAND CAREER COUSELORS
RESPONSIBILITIES INCLUDE:
A. VERIFYING THE ACCURACY OF THE MEMBER'S DIEMS DATE LISTED
IN THIS MESSAGE AND REPORTING ANY DISCREPANCY FOLLOWING THE
PROCEDURES PUBLISHED IN THE PROGRAM NAVADMINS.
B. ADVISING MEMBERS THAT:
(1) THE DIEMS DATE LISTED IN THE MEMBER'S CSB NOTIFICATION
MESSAGE AND FORCE MANAGEMENT SYSTEM IS TAKEN FROM THEIR RECORD IN
THE NAVY ENLISTED SYSTEM (NES) OR THE OFFICER PERSONNEL
INFORMATION SYSTEM (OPINS) RECORD.
(2) THE MEMBER'S OFFICIAL DIEMS DATE IS THE DATE LISTED ON
THEIR FIRST ENLISTMENT, INDUCTION, OR COMMISSIONING DOCUMENT.
(3) THE COMMAND HAS REVIEWED THE MEMBER'S FIRST
ENLISTMENT, INDUCTION, OR COMMISSIONING DOCUMENT IN THEIR SERVICE
RECORD AND VERIFIED THEIR ELIGIBILITY OR INELIGIBILITY TO MAKE
A CSB/REDUX OR HIGH-3 RETIRED PAY ELECTION.
(4) ACTION HAS BEEN TAKEN TO CORRECT ANY DISCREPANCY IN
THE MEMBER'S DIEMS DATE IN THEIR NES OR OPINS RECORD.
(5) PERS 341 WILL ALSO CONDUCT A QUALITY CONTROL OF THE
MEMBER'S DIEMS DATE AND VERIFY WHETHER THE MEMBER IS ELIGIBLE
BEFORE TRANSMITTING CSB ELECTIONS FOR PAYMENT.
(6) SHOULD PERS 341 DISCOVER THE MEMBER IS INELIGIBLE TO MAKE
THE ELECTION, THEY HAVE BEEN DIRECTED TO CANCEL THE ELECTION AND
NOTIFY THE COMMAND OF THE ACTION.
C. ENSURING GENADMIN NOTIFICATION ORDER MESSAGES ARE
DELIVERED TO ELIGIBLE MEMBERS OF THEIR COMMAND.
D. COMPLETING THE ELECTION FORM SECTION I "PERSONAL
IDENTIFICATION" NAME, SSN, RANK/PAY, GRADE/BRANCH, DIEMS, DATE
FOR DETERMINATION OF ACTIVE DUTY SERVICE COMPLETED (ADSD ON
NAVPERS FORM), AND DATE OF NOTIFICATION (DTG OF CSB GENADMIN
NOTIFICATION MESSAGE ON NAVPERS FORM).
E. ENSURING THAT THE MEMBER'S REPORTING SENIOR COMPLETES
THE ELECTION FORM SECTION II.
F. ADVISING MEMBERS THAT:
(1) ONLY TSP PARTICIPANTS WHO HAVE ELECTED TO CONTRIBUTE
A PERCENTAGE OF THEIR BONUSES CAN DEPOSIT A PORTION OF THEIR CSB
TO TSP.
(2) IF THEY HAVE A TSP ACCOUNT, THEY CAN COMPLETE A
TSP-U-1 FORM OR REVISE THEIR TSP ELECTION IN E/MSS AT ANY TIME
TO ELECT TO CONTRIBUTE A PERCENTAGE OF THEIR BONUSES. HOWEVER,
THEIR TSP ELECTION SHOULD BE SUBMITTED AT LEAST 60 DAYS PRIOR TO
THEIR CSB ELECTION EFFECTIVE DATE.
G. ADVISING MEMBERS THAT:
(1) THE PAYMENT OPTION THEY ELECT IS IRREVOCABLE AND
CANNOT BE MODIFIED ON OR AFTER THEIR CSB ELECTION EFFECTIVE DATE.
(2) REQUESTS FOR ADVANCE AND REMAINING INSTALLMENT
PAYMENTS WILL ONLY BE ACCEPTED IF THE MEMBER IS EXPERIENCING
A HARDSHIP.
A) ADVANCE PAYMENT IS PAYMENT OF ONE OR MORE
INSTALLMENTS DUE IN A FUTURE FISCAL YEAR, AND REMAINING AMOUNT
IS PAYMENT OF ALL REMAINING INSTALLMENTS IN ONE PAYMENT.
B) ADVANCE AND REMAINING INSTALLMENT PAYMENT
REQUIRES DEPUTY CHIEF OF NAVAL OPERATIONS (MANPOWER AND
PERSONNEL) N130G APPROVAL.
C) REQUEST FOR ADVANCE OR REMAINING PAYMENT MUST
BE IN WRITING AND INCLUDE INFORMATION ON ANY ADVANCE
BONUS/SPECIAL/INCENTIVE PAYMENTS ALREADY RECEIVED BY MEMBER,
CERTIFIED COPY OF MEMBER'S CURRENT EVALUATION OR FITNESS REPORT,
CERTIFIED COPY OF ANY CURRENTLY APPROVED EXCEPTIONAL FAMILY OR
HUMANITARIAN TRANSFER DOCUMENT/S/, SPECIFIC REASON/S/ FOR
REQUESTING HARDSHIP PAYMENT, ITEMIZED LIST OF INCOME AND
FINANCIAL LIABILITIES FOR ALL DEBTS (INCLUDING MONTHLY
PAYMENT/AMOUNT OWED FOR EACH), AND THE COMMANDING OFFICER'S:
1) VERIFICATION THAT THE MEMBER IS STILL ELIGIBLE
TO REMAIN CONTINUOUSLY ON ACTIVE DUTY THROUGH THEIR 20TH
ANNIVERSARY,
2) VERIFICATION THAT THE HARDSHIP EXISTS, AND
3) RECOMENDATION
D) AN ADVANCE AND REMAINING PAYMENT REQUEST WITHOUT
THE ABOVE INFORMATION WILL BE RETURNED WITH NO ACTION.
H. ENSURING THAT THE MEMBERS COMPLETE:
(1) SECTION III OF THE FORM IF THEY ARE NOT CURRENTLY
ELIGIBLE FOR CSB;
(2) SECTION IV IF THEY ARE ELIGIBLE AND ELECT CSB;
(3) AND SECTION V IF THEY ARE ELIGIBLE BUT ELECT TO REMAIN
UNDER THE HIGH-3 RETIRED PAY SYSTEM AND NOT RECEIVE THE CSB.
I. ENSURING THAT ALL MEMBERS WHO ELECT THE CSB IN SECTION IV
OF THE FORM ALSO SELECTS A PAYMENT OPTION. THIS INCLUDES MEMBERS
WHO MADE AN ELECTION PRIOR TO RELEASE OF THIS NAVADMIN WHO HAVE
NOT YET REACHED THEIR CSB ELECTION EFFECTIVE DATE.
J. WITNESSING THE MEMBER'S ELECTION ON THE FORM IN
SECTION III, BLOCK 11; SECTION IV, BLOCK 13; OR SECTION V,
BLOCK 15 AS APPROPRIATE.
K. COMPLETING SECTION IV, SERVICE RECORDING OF ELECTION IF
THE MEMBER IS ELIGIBLE AND ELECTS THE CSB/REDUX. THE FOLLOWING
EXAMPLES ARE PROVIDED TO HELP AO'S AMD CCC'S UNDERSTAND WHAT
DATE TO USE IN BLOCK 16 FOR THE CSB ELECTION EFFECTIVE DATE.
EXAMPLE ONE: MEMBER'S ADSD IS 1 FEB 88 MAKING 1 FEB 03 SNM'S
15TH ANNIVERSARY OF ACTIVE SERVICE. MEMBER'S OFFICIAL NOTIFICATION
MESSAGE DTG IS 1 AUG 02. MEMBER'S REPORTING SENIOR COMPLETES
SECTION II OF FORM INDICATING MEMBER IS ELIGIBLE FOR RETENTION.
MEMBER SIGNS SECTION IV OF FORM ON 20 AUG 02 ELECTING CSB/REDUX
WITH 1 (LUMP SUM $30,000) PAYMENT. MEMBER'S CSB ELECTION
EFFECTIVE DATE IS SNM'S 15TH ANNIVERSARY OF ACTIVE DUTY
ON 1 FEB 03.
EXAMPLE TWO: MEMBER'S ADSD IS 15 MAR 87 MAKING 15 MAR 02 HIS
15TH ANNIVERSARY OF ACTIVE SERVICE. MEMBER'S OFFICIAL GENADMIN
NOTIFICATION MESSAGE DTG IS 15 SEP 01. MEMBER'S REPORTING SENIOR
COMPLETES SECTION II OF THE DD FORM 2839 INDICATING MEMBER IS NOT
ELIGIBLE TO ELECT CSB AND GIVES THE 'REASON' AS "FINAL
DETERMINATION IS BEING HELD IN ABEYANCE PENDING A FAVORABLE
DETERMINATION ON MEDICAL PROCEEDINGS." ON 10 NOV 02 MEDICAL
BOARD FINDS THE MEMBER IS FIT FOR DUTY. MEMBER'S REPORTING
SENIOR REVISES SECTION II OF THE MEMBER'S DD FORM 2839 INDICATING
MEMBER IS ELIGIBLE. MEMBER HAS UNTIL 10 MAY 03 (6 MONTHS) TO
MAKE AN CSB/REDUX ELECTION. MEMBER SIGNS SECTION V, ELECTING TO
REMAIN UNDER THE HIGH-3 RETIRED PAY SYSTEM ON 15 DEC 02. MEMBER'S
ELECTION EFFECTIVE DATE IS 15 DEC 02. HIS CSB ELECTION EFFECTIVE
DATE IS HIS ELECTION SIGNATURE DATE BECAUSE HE IS MAKING HIS
ELECTION AFTER HIS 15TH ANNIVERSARY OF ACTIVE DUTY.
L. ENTERING MEMBER'S CSB/REDUX ELECTION DATA IN FORMAN AND
TRANSMITTING DATA TO DFAS FOR PAYMENT.
(1) TO POST CSB ELECTION INFORMATION, AO'S AND CCC'S
REQUIRE ACCESS TO CICS AND ACCESS OPINS/FORMAN, INSTRUCTIONS FOR
COMPLETING AND PROCESSING ARE AVAILABLE ATTO MODIFY AN EXISTING
HTTP://WWW.NPC.NAVY.MIL/ABOUTUS/NPC/ITIM/DATAMANAGEMENT/
(2) A COMPUTER APPLICATION THAT FACILITATES ACCESS TO
CICS, OPINS/FORMAN IS AVAILABLE AT:
HTTP://WWW.NPC.NAVY.MIL/ABOUTUS/NPC/ITIM/DATAMANAGEMENT/
CORPORATESYSTEMS/FORMAN/ REFER TO CSB/REDUX
PROGRAM NAVADMINS FOR INSTRUCTIONS ON DOWNLOADING THE PROGRAM,
A COPY OF THE CSB USER MANUAL, AND ENTERING CSB/REDUX ELECTION
DATA IN OPINS/FORMAN.
M. TRACKING WHETHER A NOTIFCATION MESSAGE HAS BEEN RELEASED
ON A MEMBER BY ENTERING THE MEMBER'S SSN ON THE CSB ELECTION
SCREEN.
(1) IF THE SCREEN ACTIVATES, A MESSAGE HAS BEEN RELEASED
AND THE DTG OF THE MEMBER'S MESSAGE WILL SHOW UP IN THE LOWER
LEFT HAND CORNER OF THE SCREEN. THIS DTG CAN BE USED TO REQUEST
A TRACKER BETWEEN YOUR MESSAGE CENTER AND THE MILLINGTON MESSAGE
CENTER, IF IT WAS NOT RECEIVED.
(2) MESSAGE CENTERS OFTEN DELETE MESSAGE TAPES ONCE EVERY
7 TO 30 DAYS. IF THEY HAVE ALREADY DELETED THE MESSAGE, DELIVER
A COPY OF THIS NAVADMIN TO THE MEMBER AND USE THESE STEP-BY-STEP
DIRECTIONS TO PROCESS THEIR ELECTION. THE INFORMATION IN THIS
NAVADMIN DUPLICATES THE INFORMATION WE ARE REQUIRED BY LAW TO
PROVIDE EACH MEMBER IN AN INDIVIDUAL NOTIFICATION MESSAGE.
(3) IF THE FORMAN CSB ELECTION SCREEN REMAINS BLANK
IT MEANS THAT WE HAVE NOT SENT A MESSAGE YET.
A) AT MIDNIGHT EACH DAY WE RUN AN AUTOMATED QUERY
THROUGH THE NAVY ENLISTED FILE (NES) AND OFFICER PERSONNEL
INFORMATION SYSTEM (OPINS) GATHERING THE SSN OF EACH ACTIVE DUTY
MEMBER WHO HAS REACHED THEIR 14 AND 1/2 YEAR ANNIVERSARY OF
ACTIVE DUTY BASED ON THEIR ADSD.
B) WE THEN RUN A QUERY THROUGH THAT GROUP OF EACH
MEMBER WHO HAS A DIEMS DATE OF 1AUG86 OR LATER. THEN WE RUN
A QUERY FOR ANYONE WHO HAS NOT RECEIVED A CSB GENADMIN
NOTIFICATION MESSAGE.
C) THE SYSTEM CREATES AN AUTOMATED MESSAGE FOR EACH
MEMBER IN THIS GROUP AND ASSIGNS THE MESSAGE A DTG.
D) IF A MEMBER HAS A BLANK DIEMS DATE, ADSD DATE, OR
HAS NOT BEEN DIARIED INTO A COMMAND UIC IN NES OR OPINS THERE IS
NO WAY FOR THE SYSTEM TO CATCH THEM IN EACH NIGHTS QUERY.
E) YOU CAN CHECK TO SEE IF A MEMBER HAS THE DIEMS DATE
IN NES OR OPINS BY LOOKING AT THE MEMBER'S LES.
F) YOU CAN CHECK TO SEE IF A MEMBER HAS BEEN DIARIED
INTO A COMMAND UIC AND HAS A ADSD IN NES OR OPINS BY LOOKING AT
THE COMMAND'S EDVR OR ODVR.
G) IF THE UIC OR DATES ARE MISSING CONTACT YOUR
PERSONNEL OFFICE AND PERS 341 TO CORRECT NES OR OPINS SO THAT THE CSB
AUTOMATED SYSTEM WILL GENERATE A MESSAGE.
N. TRACKING THE STATUS OF A CSB ELECTION.
(1) ONCE A CSB ELECTION IS ENTERED INTO FORMAN, THE DATA
RESIDES THERE, INTACT, FOR AS LONG AS THE MEMBER REMAINS IN THE
NAVY.
(2) ON THE MEMBER'S CSB ELECTION EFFECTIVE DATE THE CSB
DATA IN FORMAN IS TRANSMITTED TO DFAS FOR PAYMENT USING THE
08 FID (FOR OFFICERS) AND THE 31 FID (FOR ENLISTED PERSONNEL).
(3) THE STATUS OF AN ELECTION CAN BE TRACKED BY USING
THE FORMAN ELECTION SCREEN PRIOR TO THE MEMBER'S CSB ELECTION
EFFECTIVE DATE.
(4) AFTER THE CSB ELECTION EFFECTIVE DATE THE STATUS
OF AN ELECTION CAN BE TRACKED BY CONTACTING YOUR LOCAL PSD OR
SHIP'S PERSONNEL OFFICE AND REQUESTING THEY CHECK FOR A FID 08
OR A FID 31 ENTRY.
(5) DO NOT CONTACT DFAS PRIOR TO A MEMBER'S CSB ELECTION
EFFECTIVE DATE FOR THE STATUS ON A CSB PAYMENT. DFAS WILL NOT
HAVE RECEIVED THE FID PRIOR TO THAT DATE.
O. MAINTAINING A COMMAND COPY OF THE MEMBER'S CSB/REDUX
ELECTION FORM WHILE THE MEMBER IS ASSIGNED TO THE COMMAND AND
FORWARDING THE ORIGINAL COPY OF THE CSB/REDUX ELECTION FORM TO
COMMANDER, NAVY PERSONNEL COMMAND (PERS-312C) FOR INCLUSION
IN THE MEMBER'S PERMANENT SERVICE RECORD. EACH CCC MUST ALSO
FORWARD A COPY OF THE CSB/REDUX ELECTION FORM TO THER SHIP
PERSONNEL OFFICE OR PERSONNEL SUPPORT DETACHMENT FOR INCLUSION
IN THE MEMBER'S FIELD SERVICE RECORD.
P. PROVIDING THE MEMBER WITH A COPY OF THE COMPLETED CSB/REDUX
ELECTION FORM FOR THEIR PERSONAL FILES.
31. FOR ASSISTANCE IN OBTAINING ACCESS CALL TOLL FREE:XXXXXXX. REQUESTS MAY
BE FAXED TO COMM - XXXXXX, OR EMAILED TO
XXXXX IN A PDF FORMAT.
UNCLASSIFIED//